-97.4%
BAER vs VOO
+72.6%
-170.0%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.6% |
| 7D | +30.6% | +2.6% | +28.0% | +29.2% |
| 30D | -52.5% | -2.0% | -50.5% | -51.7% |
| 3M | -79.5% | -2.8% | -76.8% | -79.1% |
| 6M | -85.3% | +2.2% | -87.5% | -85.3% |
| YTD | -86.0% | +11.5% | -97.5% | -86.5% |
| 1Y | -86.5% | +13.5% | -99.9% | -87.0% |
| 3Y | -95.1% | +78.1% | -173.2% | -95.4% |
| All | -97.4% | +72.6% | -170.0% | -97.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling